CNH vs. CSL: CNH Industrial vs. Carlisle Stock Comparison

November 11, 2026

How do CNH Industrial (CNH) and Carlisle (CSL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

CNH Industrial (CNH) and Carlisle (CSL) both fall under the Capital Goods industry group, but CNH is classified in Machinery while CSL is classified in Building Products.

Company profile comparison for CNH Industrial (CNH) and Carlisle (CSL)
Profile Item	CNH	CSL
Name	CNH Industrial N.V.	Carlisle Companies Incorporated
Country/Region	United Kingdom	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Machinery	Building Products
GICS Sub-Industry	Agricultural & Farm Machinery	Building Products
Market Capitalization	18.59 billion USD	14.52 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	September 30, 2013	February 21, 1973
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

CNH

CSL

GSPC

CNH Industrial (CNH) vs. Carlisle (CSL), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for CNH Industrial (CNH) and Carlisle (CSL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for CNH Industrial (CNH) and Carlisle (CSL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for CNH Industrial (CNH) and Carlisle (CSL)
Metric	CNH	CSL
Total Return (1Y)	38.02%	24.99%
Total Return (3Y, Annualized)	11.70%	15.85%
Total Return (5Y, Annualized)	-0.45%	12.02%

Risk Profile

Drawdown History

CNH

CSL

GSPC

CNH Industrial (CNH) vs. Carlisle (CSL), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for CNH Industrial (CNH) and Carlisle (CSL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

CNH Industrial (CNH) is heavily traded at around 18.71M shares per day, whereas Carlisle (CSL) sees a more moderate 509.16K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk profile metrics for CNH Industrial (CNH) and Carlisle (CSL)
Metric	CNH	CSL
Volatility (1Y, Annualized)	45.52%	38.46%
Beta (5Y)	1.19	0.76
Max Drawdown (5Y)	-43.80%	-37.72%
Avg. Volume (3M)	18.71M	509.16K

Risk-Adjusted Performance

Risk-Return Positioning

CNH and CSL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for CNH Industrial (CNH) and Carlisle (CSL)
Metric	CNH	CSL
Sharpe Ratio (1Y)	0.74	0.54
Sortino Ratio (1Y)	1.25	0.87

Profitability

ROE (TTM)

Carlisle (CSL) at 42.34% delivers above-range ROE, while CNH Industrial (CNH) at 3.91% falls into the bottom quartile — a wide split in profit generated from equity.

CNH

Capital Goods industry group

3.91%

Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
CNH: 3.91%
Min: -17.12%

CSL

Capital Goods industry group

42.34%

CSL: 42.34%
Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

Carlisle (CSL) at 13.78% retains a top-quartile share of revenue as profit, ahead of CNH Industrial (CNH) at 1.71%, which keeps about the industry-typical share.

CNH

Capital Goods industry group

1.71%

Max: 27.47%
Q3: 12.10%
Median: 6.30%
CNH: 1.71%
Q1: 1.40%
Min: -12.89%

CSL

Capital Goods industry group

13.78%

Max: 27.47%
CSL: 13.78%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Carlisle (CSL) at 20.21% operates in the top operating margin quartile, ahead of CNH Industrial (CNH) at 5.54%, which runs around its industry’s norm.

CNH

Capital Goods industry group

5.54%

Max: 36.60%
Q3: 18.33%
Median: 11.12%
CNH: 5.54%
Q1: 5.14%
Min: -12.63%

CSL

Capital Goods industry group

20.21%

Max: 36.60%
CSL: 20.21%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for CNH Industrial (CNH) and Carlisle (CSL)
Metric	CNH	CSL
ROE (TTM)	3.91%	42.34%
ROA (TTM)	0.87%	10.20%
Net Margin (TTM)	1.71%	13.78%
Operating Margin (TTM)	5.54%	20.21%
Gross Margin (TTM)	17.76%	34.66%

Growth

Revenue Growth

Both CNH Industrial (CNH) at -8.78% and Carlisle (CSL) at 0.33% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both CNH Industrial (CNH) at -58.59% and Carlisle (CSL) at -38.46% post bottom-quartile EPS growth versus peers, pointing to weaker earnings momentum than typical rivals.

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for CNH Industrial (CNH) and Carlisle (CSL)
Metric	CNH	CSL
Revenue Growth (YoY)	-8.78%	0.33%
Revenue Growth (3Y CAGR)	-8.41%	-2.70%
EPS Growth (YoY)	-58.59%	-38.46%
EPS Growth (3Y CAGR)	-34.96%	-0.84%

Financial Strength

Current Ratio (MRQ)

Carlisle (CSL) at 2.41 keeps current ratio within its industry’s typical mid-range, while CNH Industrial (CNH) at 4.88 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

CNH

Capital Goods industry group

4.88

Max: 5.22
CNH: 4.88
Q3: 2.95
Median: 2.08
Q1: 1.43
Min: 0.36

CSL

Capital Goods industry group

2.41

Max: 5.22
Q3: 2.95
CSL: 2.41
Median: 2.08
Q1: 1.43
Min: 0.36

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both balance sheets lean debt-heavy versus peers, but CNH is more stretched: Carlisle (CSL) at 2.01 sits in the higher-leverage quartile and CNH Industrial (CNH) at 3.35 is above its industry benchmark range.

CNH

Capital Goods industry group

3.35

CNH: 3.35
Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

CSL

Capital Goods industry group

2.01

Max: 2.33
CSL: 2.01
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for CNH Industrial (CNH) and Carlisle (CSL)
Metric	CNH	CSL
Current Ratio (MRQ)	4.88	2.41
Debt / Equity (MRQ)	3.35	2.01
Net Debt / EBITDA	23.62	1.93

Dividends

Dividend Yield (TTM)

Carlisle (CSL) at 1.20% delivers top-quartile income for its industry, while CNH Industrial (CNH) at 0.89% pays a more typical yield — both are credible income propositions, CSL the richer one.

CNH

Capital Goods industry group

0.89%

Max: 2.66%
Q3: 1.14%
CNH: 0.89%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

CSL

Capital Goods industry group

1.20%

Max: 2.66%
CSL: 1.20%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Carlisle (CSL) at 25.50% pays out a band-typical share of earnings, while CNH Industrial (CNH) at 40.00% distributes more than its industry norm — less retained, thinner cover.

CNH

Capital Goods industry group

40.00%

Max: 67.39%
CNH: 40.00%
Q3: 28.02%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

CSL

Capital Goods industry group

25.50%

Max: 67.39%
Q3: 28.02%
CSL: 25.50%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for CNH Industrial (CNH) and Carlisle (CSL)
Metric	CNH	CSL
Dividend Yield (TTM)	0.89%	1.20%
Dividend Payout Ratio (TTM)	40.00%	25.50%

Valuation

P/E Ratio (TTM)

Carlisle (CSL) at 21.06 is near its industry’s usual P/E ratio, while CNH Industrial (CNH) at 46.24 sits in the richer quartile — CNH needs stronger growth or earnings quality to justify the premium.

CNH

Capital Goods industry group

46.24

Max: 59.38
CNH: 46.24
Q3: 35.92
Median: 25.41
Q1: 19.47
Min: 3.03

CSL

Capital Goods industry group

21.06

Max: 59.38
Q3: 35.92
Median: 25.41
CSL: 21.06
Q1: 19.47
Min: 3.03

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

CNH Industrial (CNH) at 1.02 sits in the cheaper P/S ratio quartile while Carlisle (CSL) at 2.79 prices around its industry’s middle — CNH costs less per dollar of sales, though read it alongside growth and margins.

CNH

Capital Goods industry group

1.02

Max: 7.54
Q3: 3.76
Median: 2.15
Q1: 1.03
CNH: 1.02
Min: 0.03

CSL

Capital Goods industry group

2.79

Max: 7.54
Q3: 3.76
CSL: 2.79
Median: 2.15
Q1: 1.03
Min: 0.03

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

CNH Industrial (CNH) at 1.84 sits near its industry’s typical P/B ratio, while Carlisle (CSL) at 10.11 prices above its benchmark range — CSL looks rich relative to book.

CNH

Capital Goods industry group

1.84

Max: 9.66
Q3: 5.00
Median: 3.12
CNH: 1.84
Q1: 1.81
Min: -1.08

CSL

Capital Goods industry group

10.11

CSL: 10.11
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

CNH Industrial (CNH) vs. Carlisle (CSL): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for CNH Industrial (CNH) and Carlisle (CSL)
Metric	CNH	CSL
P/E Ratio (TTM)	46.24	21.06
P/S Ratio (TTM)	1.02	2.79
P/B Ratio (MRQ)	1.84	10.11
Free Cash Flow Yield (TTM)	3.03%	4.01%